See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,445 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,591 | $89,274-38.9% | $149,718-63.5% | $77,958-30.0% |
| Participation rate | 69.7% | 87.6%-17.9pp | 87.1%-17.3pp | 71.6%-1.9pp |
| Annual return | 21.35% | 20.36%+1.0pp | 1501.63%-1480.3pp | 20.87%+0.5pp |
| Employer contribution / active EE | $2,294 | $3,727-38.4% | $5,445-57.9% | $2,310-0.7% |
| Participant deferral / active EE | $5,090 | $5,382-5.4% | $6,569-22.5% | $3,537+43.9% |
| Admin fee / account holder | $18 | $240-92.5% | $11,283-99.8% | $97-81.5% |